LWM
IUSB icon

Liberty Wealth Management’s iShares Core Universal USD Bond ETF IUSB Stock Holding History

Liberty Wealth Management’s Portfolio IUSB Stock Details IUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.8M Buy
342,830
+13,641
+4% +$636K 1.98% 14
2025
Q4 		$15.3M Sell
329,189
-5,613
-2% -$262K 1.98% 15
2025
Q3 		$15.6M Buy
334,802
+23,309
+7% +$1.08M 2.2% 11
2025
Q2 		$14.4M Buy
311,493
+1,533
+0.5% +$70K 2.26% 13
2025
Q1 		$14.2M Sell
309,960
-384
-0.1% -$17.5K 2.73% 10
2024
Q4 		$13.9M Sell
310,344
-18,542
-6% -$851K 2.32% 9
2024
Q3 		$15.5M Sell
328,886
-312,020
-49% -$14.5M 2.63% 9
2024
Q2 		$14.5M Buy
640,906
+315,002
+97% +$14.2M 2.66% 9
2024
Q1 		$14.8M Buy
325,904
+65,379
+25% +$2.98M 2.89% 7
2023
Q4 		$12M Sell
260,525
-24,638
-9% -$1.09M 2.57% 10
2023
Q3 		$12.5M Sell
285,163
-44,180
-13% -$1.97M 3.1% 8
2023
Q2 		$15M Buy
329,343
+16,891
+5% +$773K 3.7% 6
2023
Q1 		$14.4M Buy
+312,452
New +$14.3M 2.98% 6
2022
Q3 		$13.4M Buy
301,096
+28,354
+10% +$1.32M 3.57% 7
2022
Q2 		$12.8M Sell
272,742
-1,054
-0.4% -$50.1K 5.17% 4
2022
Q1 		$13.6M Buy
+273,796
New +$14M 4.9% 4
2021
Q4 		– Sell
-141,979
Closed -$7.53M – 28
2021
Q3 		$7.56M Buy
141,979
+13,101
+10% +$704K 2.7% 7
2021
Q2 		$6.89M Buy
128,878
+46,470
+56% +$2.47M 2.68% 8
2021
Q1 		$4.46M Hold
82,408
– – 2.18% 10
2020
Q4 		$4.46M Buy
+82,408
New +$4.48M 2.19% 10

Other funds holding IUSB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Liberty Wealth Management's IUSB Position: Q1 2026 in Review

Liberty Wealth Management increased its iShares Core Universal USD Bond ETF (IUSB) stake by 4.1% in Q1 2026, buying an estimated $636K and bringing the position to 342,830 shares worth $15.8M. The position accounts for 1.98% of the portfolio, ranked #14.

Liberty Wealth Management first reported a position in IUSB in Q4 2020 and has held it in 20 quarters since. 837 funds tracked by Wall St. Rank hold IUSB as of Q1 2026.

  • Liberty Wealth Management held 342,830 shares of iShares Core Universal USD Bond ETF worth $15.8M as of Q1 2026.
  • Liberty Wealth Management bought 13,641 iShares Core Universal USD Bond ETF shares in Q1 2026, an estimated $636K.
  • iShares Core Universal USD Bond ETF made up 1.98% of Liberty Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Liberty Wealth Management first reported a position in iShares Core Universal USD Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • 837 funds tracked by Wall St. Rank held iShares Core Universal USD Bond ETF as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.